Corient Private Wealth’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Corient Private Wealth’s Portfolio USIG Stock Details USIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$420K	Sell	8,293 -25,987	-76%	-$1.35M	﹤0.01%	2125
2025 Q4	$1.7M	Buy	34,280 +23,218	+210%	+$1.21M	﹤0.01%	1611
2025 Q3	$578K	Buy	11,062 +3,275	+42%	+$169K	﹤0.01%	1715
2025 Q2	$401K	Sell	7,787 -2,205	-22%	-$111K	﹤0.01%	1823
2025 Q1	$510K	Buy	9,992 +3,642	+57%	+$185K	﹤0.01%	1590
2024 Q4	$319K	Sell	6,350 -38	-0.6%	-$1.95K	﹤0.01%	1860
2024 Q3	$336K	Buy	6,388 +173	+3%	+$8.93K	﹤0.01%	1961
2024 Q2	$312K	Buy	+6,215	New	+$311K	﹤0.01%	1883

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Corient Private Wealth's USIG Position: Q1 2026 in Review

Corient Private Wealth reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 76% in Q1 2026, selling an estimated $1.35M and leaving 8,293 shares worth $420K. The position accounts for ﹤0.01% of the portfolio, ranked #2125.

Corient Private Wealth first reported a position in USIG in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.7M in Q4 2025. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Corient Private Wealth held 8,293 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $420K as of Q1 2026.
Corient Private Wealth sold 25,987 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $1.35M.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2125 holding.
Corient Private Wealth first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
Corient Private Wealth's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.7M in Q4 2025.
455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.